Business Details
30 Years
experience
Trusted CPA Services in Highland Park, IL
Established in 1996, JT Levin & Associates is a full-service CPA firm specializing in accounting and tax services for family-owned businesses and individuals across Chicagoland and the North Shore. Our team of certified professionals combines decades of experience with cutting-edge technology to deliver personalized financial solutions. We prioritize proactive planning and client education to simplify complex tax and accounting challenges, ensuring our clients achieve long-term financial success. With expertise in IRS representation, QuickBooks integration, and strategic business planning, we serve as trusted advisors committed to exceptional service and ethical standards. 
Services
Tax Preparation
QuickBooks Setup
IRS Representation
Tax Planning
Small Business Accounting
Details
- Year established: 1996
Highlights and features
- We have 25+ years of experience serving family-owned businesses in the North Shore community.
- Our CPAs implement time-saving QuickBooks solutions tailored to your business needs.
- Proactive tax planning identifies savings opportunities year-round, not just at filing time.
- We offer comprehensive IRS audit representation and tax resolution services.
- Personalized client portal provides secure, real-time access to financial documents and resources.
What people say
Excellent tax services
Trusted advisor
Saved time
QuickBooks expertise
Peace of mind
Services
Tax Preparation
We provide comprehensive tax preparation for individuals and businesses, using advanced software to ensure accuracy and maximize refunds. Our CPAs review deductions, optimize filing strategies, and handle complex scenarios like multi-state filings and business tax returns. Clients receive personalized guidance through the entire process.
IRS Representation
Our firm acts as your advocate during IRS audits, handling all communication and documentation requirements. With decades of audit experience, we implement strategies to resolve issues efficiently while minimizing client exposure and stress, including negotiating payment plans and penalty abatements when needed.
QuickBooks Services
We offer full QuickBooks lifecycle management, including initial setup, system optimization, and user training. Our team resolves software issues, performs cleanups before tax season, and ensures proper configuration for accurate financial reporting and streamlined tax preparation processes.
Tax Planning
We develop year-round tax reduction plans tailored to personal and business financial situations. Services include income deferral strategies, entity structure optimization, and investment tax planning, with regular reviews to adapt to changing circumstances and new legislation.
Small Business Accounting
Our services include complete financial record management, bank reconciliations, and financial statement preparation. We offer monthly or quarterly accounting support to maintain accurate records, monitor cash flow, and provide the financial insights needed for informed business decisions.
People
Jeffrey T. Levin
CPA, Owner
Certified Public Accountant with 25+ years of experience serving North Shore businesses. Specializes in family-owned business accounting, tax strategy, and IRS representation. Active in local professional organizations and community development.
Questions
What accounting software integrations do you support?
We specialize in QuickBooks setup, training, and optimization for small businesses, ensuring seamless integration with your financial processes.
How can you help with IRS audit situations?
Our team handles all communication and documentation for IRS audits, leveraging 25+ years of experience to achieve favorable resolutions while minimizing client involvement.
Do you offer tax planning services throughout the year?
Yes, we provide year-round tax planning strategies to identify savings opportunities and maintain compliance with evolving tax regulations.
What sets your firm apart from online tax preparation services?
Our CPAs offer personalized guidance, complex tax strategy development, and proactive planning that automated services cannot replicate.
How do you handle business tax filings with complex structures?
We specialize in multi-entity structures, including LLCs, S-Corps, and international tax compliance, ensuring accurate filings tailored to your business needs.
What QuickBooks support options are available?
We provide complete QuickBooks lifecycle support, including setup, training, error correction, and integration with payroll and tax reporting systems.
